Who Owns PWZ?
Invesco California AMT-Free Municipal Bond ETF — Institutional Ownership & 13F Holdings
$24.31
-0.01 (-0.04%)
Market Cap
$1.1B
Shares Outstanding
43,947,884
Institutional Holders
119
Total Inst. Value
$370.0M
% of Float Held
—
QoQ Holder Change
+58
Institutional data as of Q1 2025
New Positions
34
Closed Positions
9
Increased
33
Decreased
28
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Composition Wealth, LLC | $60.1M | 2,520,756 |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $34.3M | 1,439,348 |
| 3 | Gerber Kawasaki Wealth & Investment Management | $31.3M | 1,312,859 |
| 4 | FIRST FOUNDATION ADVISORS | $26.6M | 1,115,085 |
| 5 | SYON CAPITAL LLC | $25.0M | 1,048,140 |
| 6 | BANK OF AMERICA CORP /DE/ | $20.5M | 859,151 |
| 7 | GAMMA Investing LLC | $19.7M | 470,131 |
| 8 | MORGAN STANLEY | $15.3M | 639,821 |
| 9 | JONES FINANCIAL COMPANIES LLLP | $11.7M | 158,316 |
| 10 | Atlas Legacy Advisors, LLCNew | $10.7M | 444,988 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Composition Wealth, LLC | +96K | $60.1M |
| MERCER GLOBAL ADVISORS INC /ADV | +190K | $34.3M |
| Gerber Kawasaki Wealth & Investment Management | +83K | $31.3M |
| GAMMA Investing LLC | +443K | $19.7M |
| MORGAN STANLEY | +77K | $15.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -520K | $20.5M |
| FIRST FOUNDATION ADVISORS | -237K | $26.6M |
| Mariner, LLC | -95K | $3K |
| OSAIC HOLDINGS, INC. | -55K | $300K |
| SYON CAPITAL LLC | -43K | $25.0M |
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Frequently Asked Questions
How many institutional investors hold PWZ?
As of Q1 2025, 119 institutional investors report holding PWZ (Invesco California AMT-Free Municipal Bond ETF) in their 13F filings.
Which hedge fund owns the most PWZ?
The largest institutional holder of PWZ is Composition Wealth, LLC with $60.1M in shares.
Are institutions buying or selling PWZ?
This quarter, 34 institutions opened new positions in PWZ and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.